Christian-Williams

Christian Williams

Christian is a financial advisor for Heritage Wealth Management, and in his role, he conducts annual reviews and assists in offering tailored strategies for asset management and income planning. He has 20 years of experience in the financial service industry, which has included banking and lending, retirement planning, and customer service. He enjoys getting to know clients on a personal level and helping them reach their financial and retirement goals. He has his Series 7, 66 and CRPC designations, as well as his life and health license. Christian has a bachelor’s degree in marketing from the University of Utah. He has lived in Utah his whole life and enjoys the outdoors and traveling with his wife, Jennie, and three kids.

CRPC™ is a registered certification mark of The College for Financial Planning Institutes Corp. in the United States.

 


 

The Real Christian Williams

Hey, I am Christian.
When I’m not at work, I spend my time travelling the world, enjoying the beautiful mountains, and attending concerts and plays. I play music in a cover band with an old group of friends as well. My wife and my kids are my world and they motivate everything I do. Our favorite place to vacation is Disneyland and we can’t wait to get back there.

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